Dinsdale Financial Institutions 401(K) Profit Sharing Plan — Form 5500 plan (Dinsdale Financial Institutions)
Plain-English plan summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Dinsdale Financial Institutions 401(K) Profit Sharing Plan is a benefit plan reported by Dinsdale Financial Institutions under EIN 47-0759612 and plan number 002. The latest loaded filing year is 2023. The filing reports 3,081 participants and $317,745,749 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Dinsdale Financial Institutions
- EIN
- 47-0759612
- Plan number
- 002
- Plan type
- 3
- Location
- Central City, NE
- Latest filing year
- 2023
- Participants
- 3,081
- End-of-year plan assets
- $317,745,749
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 3,081 | H, C | 20241015165902NAL0058836578001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $317,745,749
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $317,745,749
- Net assets (BOY)
- $267,295,422
Income & contributions
- Employer contributions
- $7,997,276
- Participant contributions
- $12,553,712
- Total contributions
- $26,508,303
- Total income / additions
- $70,577,608
Expenses & distributions
- Benefits paid
- $19,814,044
- Administrative expenses
- $299,904
- Total expenses
- $20,127,281
- Net increase / (decrease)
- $50,450,327
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Allen, Gibbs & Houlik, L.C. | RECORDKEEPER | $216,479 | not reported in the loaded dataset | 2023 |
| Pension Consultants | INVESTMENT PROVIDER | $40,500 | not reported in the loaded dataset | 2023 |
| Agh Wealth Advisors, LLC | INVESTMENT ADVISORY PART. | $24,250 | not reported in the loaded dataset | 2023 |
| Eidebailly, Llp | AUDITOR | $18,000 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Dinsdale Financial Institutions
- 2023 Form 5500 filing
- Form 5500 filings in NE
- 401(k) and benefit plan filings in Central City, NE
- Allen, Gibbs & Houlik, L.C. — Schedule C compensation
- Pension Consultants — Schedule C compensation
- Agh Wealth Advisors, LLC — Schedule C compensation
- Eidebailly, Llp — Schedule C compensation